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Cartographic design or map design is the process of crafting the appearance of a map, applying the principles of
design A design is a plan or specification for the construction of an object or system or for the implementation of an activity or process or the result of that plan or specification in the form of a prototype, product, or process. The verb ''to design' ...
and knowledge of how maps are used to create a map that has both aesthetic appeal and practical function. It shares this dual goal with almost all forms of design; it also shares with other design, especially
graphic design Graphic design is a profession, academic discipline and applied art whose activity consists in projecting visual communications intended to transmit specific messages to social groups, with specific objectives. Graphic design is an interdiscip ...
, the three skill sets of artistic talent, scientific reasoning, and technology. As a discipline, it integrates design,
geography Geography (from Greek: , ''geographia''. Combination of Greek words ‘Geo’ (The Earth) and ‘Graphien’ (to describe), literally "earth description") is a field of science devoted to the study of the lands, features, inhabitants, an ...
, and
geographic information science Geographic information science or geographical information science (GIScience or GISc) is the scientific discipline that studies geographic information, including how it represents phenomena in the real world, how it represents the way humans under ...
.
Arthur H. Robinson Arthur H. Robinson (January 5, 1915 – October 10, 2004) was an American geographer and cartographer, who was professor in the Geography Department at the University of Wisconsin–Madison from 1947 until he retired in 1980. He was a prolific w ...
, considered the father of
cartography Cartography (; from grc, χάρτης , "papyrus, sheet of paper, map"; and , "write") is the study and practice of making and using maps. Combining science, aesthetics and technique, cartography builds on the premise that reality (or an i ...
as an academic research discipline in the United States, stated that a map not properly designed "will be a cartographic failure." He also claimed, when considering all aspects of cartography, that "map design is perhaps the most complex."


History

From ancient times to the 20th century,
cartography Cartography (; from grc, χάρτης , "papyrus, sheet of paper, map"; and , "write") is the study and practice of making and using maps. Combining science, aesthetics and technique, cartography builds on the premise that reality (or an i ...
was a craft or trade. Most map makers served several years as an
apprentice Apprenticeship is a system for training a new generation of practitioners of a trade or profession with on-the-job training and often some accompanying study (classroom work and reading). Apprenticeships can also enable practitioners to gain a ...
, learning the skills of the master, with little room for innovation other than adapting to changing production technology. That said, there were notable exceptions, such as the occasional introduction of a novel
Map projection In cartography, map projection is the term used to describe a broad set of transformations employed to represent the two-dimensional curved surface of a globe on a plane. In a map projection, coordinates, often expressed as latitude and l ...
, and the advent of
thematic map A thematic map is a type of map that portrays the geographic pattern of a particular subject matter (theme) in a geographic area. This usually involves the use of map symbols to visualize selected properties of geographic features that are n ...
ping in the 19th century highlighted by the work of Charles Dupin and
Charles Joseph Minard Charles Joseph Minard (; ; 27 March 1781 – 24 October 1870) was a French civil engineer recognized for his significant contribution in the field of information graphics in civil engineering and statistics. Minard was, among other things, noted ...
in France. As late as 1948, Erwin Raisz's ''General Cartography'', the standard English textbook on the subject, reads as a set of instructions of how to construct maps in keeping with tradition, with very little reflection on why it is done that way.Raisz, Erwin, ''General Cartography'', 2nd Edition, McGraw-Hill, 1948 This was despite the fact that Raisz himself was a very creative designer, developing techniques as varied as cartograms and a style of
Terrain Terrain or relief (also topographical relief) involves the vertical and horizontal dimensions of land surface. The term bathymetry is used to describe underwater relief, while hypsometry studies terrain relative to sea level. The Latin word ...
depiction on physiographic maps that few have been able to replicate.Tyner, Judith
Elements of Cartography: Tracing Fifty Years of Academic Cartography
''Cartographic Perspectives'', #51 (Spring 2005), 4
Advances in cartographic production technology in the 20th century, especially the advent and widespread availability of color
Offset printing Offset printing is a common printing technique in which the inked image is transferred (or "offset") from a plate to a rubber blanket and then to the printing surface. When used in combination with the lithographic process, which is based on ...
, then a multitude of advances spurred on by
World War II World War II or the Second World War, often abbreviated as WWII or WW2, was a world war that lasted from 1939 to 1945. It involved the World War II by country, vast majority of the world's countries—including all of the great power ...
, such as
Photolithography In integrated circuit manufacturing, photolithography or optical lithography is a general term used for techniques that use light to produce minutely patterned thin films of suitable materials over a substrate, such as a silicon wafer, to protec ...
, gave cartographers a larger palette of design options, and made it easier to creatively innovate. This was synchronized with the widespread expansion of
higher education Higher education is tertiary education leading to award of an academic degree. Higher education, also called post-secondary education, third-level or tertiary education, is an optional final stage of formal learning that occurs after compl ...
, during which most cartography training transitioned from an apprenticeship to a college degree (typically using Raisz's textbook in America). The new generation of cartography professionals and professors began to reflect on why some maps seemed to be better (in beauty and function) than others, and to think of ways to improve design. Perhaps chief among them was
Arthur H. Robinson Arthur H. Robinson (January 5, 1915 – October 10, 2004) was an American geographer and cartographer, who was professor in the Geography Department at the University of Wisconsin–Madison from 1947 until he retired in 1980. He was a prolific w ...
, whose short but seminal work ''The Look of Maps'' (1952) set the stage for the future of cartographic design,Robinson, Arthur, ''The Look of Maps'', University of Wisconsin, 1952 both for his early theorizing about map design, and for his honest acknowledgment of what was not yet known, soon spawning dozens of PhD dissertations. His subsequent textbook, ''Elements of Cartography'' (1953), was a marked departure from the past, with a major focus on design, claiming to "present cartography as an intellectual art and science rather than as a sterile system of drafting and drawing procedures." Since the 1950s, a significant focus of
cartography Cartography (; from grc, χάρτης , "papyrus, sheet of paper, map"; and , "write") is the study and practice of making and using maps. Combining science, aesthetics and technique, cartography builds on the premise that reality (or an i ...
as an academic discipline has been the cartographic communication school of thought, seeking to improve design standards through increased scientific understanding of how maps are perceived and used, typically based on cognate disciplines such as
psychology Psychology is the science, scientific study of mind and behavior. Psychology includes the study of consciousness, conscious and Unconscious mind, unconscious phenomena, including feelings and thoughts. It is an academic discipline of immens ...
(especially
perception Perception () is the organization, identification, and interpretation of sensory information in order to represent and understand the presented information or environment. All perception involves signals that go through the nervous syste ...
,
Gestalt psychology Gestalt-psychology, gestaltism, or configurationism is a school of psychology that emerged in the early twentieth century in Austria and Germany as a theory of perception that was a rejection of basic principles of Wilhelm Wundt's and Edward ...
, and psychophysical experimentation),
Human vision Visual perception is the ability to interpret the surrounding environment through photopic vision (daytime vision), color vision, scotopic vision (night vision), and mesopic vision (twilight vision), using light in the visible spectrum refle ...
, and
geography Geography (from Greek: , ''geographia''. Combination of Greek words ‘Geo’ (The Earth) and ‘Graphien’ (to describe), literally "earth description") is a field of science devoted to the study of the lands, features, inhabitants, an ...
. This focus began to be challenged towards the end of the 1980s by the study of
critical cartography Critical cartography is a set of mapping practices and methods of analysis grounded in critical theory, specifically the thesis that maps reflect and perpetuate relations of power, typically in favor of a society's dominant group. Critical cartog ...
, which drew attention to the influence of social and political forces on map design. A second major research track has been the investigation of the design opportunities offered by changing
technology Technology is the application of knowledge to reach practical goals in a specifiable and reproducible way. The word ''technology'' may also mean the product of such an endeavor. The use of technology is widely prevalent in medicine, scien ...
, especially
computer graphics Computer graphics deals with generating images with the aid of computers. Today, computer graphics is a core technology in digital photography, film, video games, cell phone and computer displays, and many specialized applications. A great de ...
starting in the 1960s,
geographic information systems A geographic information system (GIS) is a type of database containing geographic data (that is, descriptions of phenomena for which location is relevant), combined with software tools for managing, analyzing, and visualizing those data. In a ...
starting in the 1970s, and the
Internet The Internet (or internet) is the global system of interconnected computer networks that uses the Internet protocol suite (TCP/IP) to communicate between networks and devices. It is a '' network of networks'' that consists of private, p ...
starting in the 1990s. However, as much or more of the recent innovation in cartographic design has been at the hands of professional cartographers and their sharing of resources and ideas through organisations such as the
International Cartographic Association The International Cartographic Association (ICA) (french: Association Cartographique Internationale, ''ACI''), is an organization formed of national member organizations, to provide a forum for issues and techniques in cartography and geographic ...
and through national mapping societies such as the North American Cartographic Information Society and the
British Cartographic Society The British Cartographic Society (BCS) is an association of individuals and organisations dedicated to exploring and developing the world of maps. It is a registered charity. Membership includes national mapping agencies, publishers, designers, ...
.


Map types

A wide variety of different types of maps have been developed, and are available to use for different purposes. In addition to the general principles of cartographic design, some types of visualizations have their its own design needs, constraints, and best practices. * Terrain/Relief/Topography. Several methods have been developed for visualizing elevation and the shape of the Earth's surface. Some techniques date back hundreds or thousands of years and are difficult to replicate digitally, such hill profiles and
hachures Hachures () are an older mode of representing relief. They show orientation of slope, and by their thickness and overall density they provide a general sense of steepness. Being non-numeric, they are less useful to a scientific survey than cont ...
; others, such as shaded relief and
contour line A contour line (also isoline, isopleth, or isarithm) of a function of two variables is a curve along which the function has a constant value, so that the curve joins points of equal value. It is a plane section of the three-dimensional gr ...
s, are much easier to produce in GIS than using manual tools. Some of these methods are designed for analytical use, such as measuring slope on contours, but most are intended to produce an intuitive visual representation of the terrain. * A
Choropleth map A choropleth map () is a type of statistical thematic map that uses pseudocolor, i.e., color corresponding with an aggregate summary of a geographic characteristic within spatial enumeration units, such as population density or per-capita in ...
visualizes statistical data that has been aggregated into ''a priori'' districts (such as countries or counties) using area symbols based on the visual variables of color and/or pattern. Choropleth maps are by far the most popular kind of thematic maps due to the widespread availability of aggregated statistical data (such as census data, but the nature of aggregate data can result in significant misinterpretation issues, such as the
Ecological fallacy An ecological fallacy (also ecological ''inference'' fallacy or population fallacy) is a formal fallacy in the interpretation of statistical data that occurs when inferences about the nature of individuals are deduced from inferences about the g ...
and the
Modifiable areal unit problem __NOTOC__ The modifiable areal unit problem (MAUP) is a source of statistical bias that can significantly impact the results of statistical hypothesis tests. MAUP affects results when point-based measures of spatial phenomena are aggregated into ...
, which can be somewhat mitigated by careful design. ** A
Dasymetric map A dasymetric map () is a type of thematic map that uses areal symbols to visualize a geographic field by refining a choropleth map with ancillary information about the distribution of the variable. The name refers to the fact that the most co ...
is a hybrid type that uses additional data sources to refine the boundaries of a choropleth map (especially through excluding uninhabited areas), thereby mitigating some of the sources of misinterpretation. * A Proportional symbol map visualizes statistical data of point symbols, often circles, using the visual variable of size. The underlying data may be of point features, or it may be the same aggregate data used in choropleth maps. In the latter case, the two map types are often complimentary, as variables that are inappropriate to represent in one type are well-suited for the other. * A Cartogram purposefully distorts the size of areal features proportional to a chosen variable, such as total population, and thus may be thought of as a hybrid between choropleth and proportional symbol maps. Several automated and manual techniques have been developed to construct cartograms, each having advantages and disadvantages. Frequently, the resultant shapes are filled as a choropleth map representing a variable thought to relate in some way to the area variable. * An Isarithmic map (or isometric or isopleth or contour) represents a continuous field by interpolating lines wherein the field variable has equal value (an isoline). The lines themselves and/or the intervening regions may be symbolized. Some choropleth maps may be thought of as rough approximations of isarithmic maps, and dasymetric maps as slightly better approximations. ** A Continuous tone map represents a continuous field as smoothly transitioning color (hue, value, and/or saturation), usually based on a raster grid. Some have considered this to be a special type of unclassified isarithmic map, while others consider it to be something fundamentally different. * A Chorochromatic map (or ''area-class'') visualizes a discrete/nominal
Field (geography) In the context of spatial analysis, geographic information systems, and geographic information science, a field is a property that fills space, and varies over space, such as temperature or density. This use of the term has been adopted from ...
as a set of regions of homogeneous value. * A
Dot distribution map A dot distribution map (or a dot density map or simply a dot map) is a type of thematic map that uses a point symbol to visualize the geographic distribution of a large number of related phenomena. Dot maps are a type of unit visualizations that ...
(or ''dot density'') visualizes the density of an aggregate group as representative dots (each of which may represent a single individual or a constant number of individuals). The source data may be the actual point locations of the individuals, or choropleth-type aggregate district statistics. * A Flow map focuses on lines of movement. A wide variety of flow maps exist, depending on whether flow volume is represented (usually using visual variables such as stroke weight or color value), and whether the route of flow is shown accurately (such as a navigation route on a
Road map A road map, route map, or street map is a map that primarily displays roads and transport links rather than natural geographical information. It is a type of navigational map that commonly includes political boundaries and labels, making i ...
) or schematically (such as a Transit map or airline route map) Although these are called separate "maps," they should be thought of as single map layers, which may be combined with other thematic or feature layers in a single map composition. A ''
bivariate map A bivariate map or multivariate map is a type of thematic map that displays two or more variables on a single map by combining different sets of symbols.Nelson, J. (2020)Multivariate Mapping ''The Geographic Information Science & Technology Bo ...
'' uses one or more of the methods above to represent two variables simultaneously; three or more variables produce a ''multivariate map''.


The cartographic design process

As map production and reproduction technology has advanced, the process of designing and producing maps has changed considerably. Most notably, GIS and graphics software not only makes it easier and faster to create a map, but it facilitates a non-linear editing process that is more flexible than in the days of manual cartography. There is still a general procedure that cartographers generally follow:Dent, Borden D., Jeffrey S. Torguson, Thomas W. Hodler, ''Cartography: Thematic Map Design'', 6th Edition, McGraw-Hill, 2009, p.205Slocum, Terry A., Robert B. McMaster, Fritz C. Kessler, Hugh H. Howard, ''Thematic Cartography and Visualization'', 3rd Edition, Pearson-Prentice Hall, 2009, p.212 # Planning: The iterative nature of modern cartography makes this step somewhat less involved than before, but it is still crucial to have some form of plan. Typically, this involves answering several questions:Tyner, Judith A., ''Principles of Map Design'', Guilford Press, 2010, p.23 #* ''What is the purpose of the map?'' Maps serve a wide variety of purposes; they may be descriptive (showing the accurate location of geographic features to be used in a variety of ways, like a street map), exploratory (showing the distribution of phenomena and their properties, to look for underlying patterns and processes, like many thematic maps), explanatory (educating the audience about a specific topic), or even rhetorical (trying to convince the audience to believe or do something). #* ''Who is the audience?'' Maps will be more useful if they cater to the intended audience.Muehrcke, Phillip, An Integrated Approach to Map Design and Production, ''The American Cartographer'', V.9 #2 pp.109-122, doi:10.1559/152304082783948529 This audience could range from the cartographer herself (desiring to learn about a topic by mapping it), to focused individuals or groups, to the general public. Several characteristics of the audience can aid this process, if they can be determined, such as: their level of knowledge about the subject matter and the region being covered; their skill in map reading and understanding of geographic principles (e.g., do they know what 1:100,000 means?); and their needs, motivations and biases. #* ''Is a map the best solution?'' There are times when a map could be made, but a
chart A chart (sometimes known as a graph) is a graphical representation for data visualization, in which "the data is represented by symbols, such as bars in a bar chart, lines in a line chart, or slices in a pie chart". A chart can represent ...
,
photograph A photograph (also known as a photo, image, or picture) is an image created by light falling on a photosensitive surface, usually photographic film or an electronic image sensor, such as a CCD or a CMOS chip. Most photographs are now create ...
, text, or other tool may better serve the purpose. #* ''What datasets are needed?'' The typical map will require data to serve several roles, including information about the primary purpose, as well as supporting background information. #* ''What medium should be used?'' Different mapping media, such as posters, brochures, folded maps, page maps, screen displays, and web maps have advantages and disadvantages for different purposes, audiences, and usage contexts. # Data Collection: In the era of
Geographic information systems A geographic information system (GIS) is a type of database containing geographic data (that is, descriptions of phenomena for which location is relevant), combined with software tools for managing, analyzing, and visualizing those data. In a ...
, it seems like vast amounts of data are available for every conceivable topic, but they must be found and obtained. Frequently, available datasets are not perfect matches for the needs of the project at hand, and must be augmented or edited. Also, it is still common for there to be no available data on the specific topic, requiring the cartographer to create them, or derive them from existing data using GIS tools. # Design and Implementation: This step involves making decisions about all of the aspects of map design, as listed below, and implementing them using computer software. In the manual drafting era, this was a very linear process of careful decision making, in which some aspects needed to be implemented before others (often, projection first). However, current GIS and graphics software enables interactive editing of all of these aspects interchangeably, leading to a non-linear, iterative process of experimentation, evaluation, and refinement. # Production and Distribution: The last step is to produce the map in the chosen medium, and distribute it to the audience. This could be as simple as a desktop printer, or sending it to a press, or developing an interactive
Web mapping Web mapping or an online mapping is the process of using maps, usually created through geographic information systems (GIS), on the Internet, more specifically in the World Wide Web (WWW). A web map or an online map is both served and consumed, ...
site.


Map Design in the Cartographic Process

Cartographic design is one part of a larger process in which maps play a central role. This cartographic process begins with a real or imagined environment or setting. As map makers gather data on the subject they are mapping (usually through technology and/or remote sensing), they begin to recognize and detect patterns that can be used to classify and arrange the data for map creation (i.e., they think about the data and its patterns as well as how to best visualize them on a map). After this, the cartographer compiles the data and experiments with the many different methods of map design and production (including
generalization A generalization is a form of abstraction whereby common properties of specific instances are formulated as general concepts or claims. Generalizations posit the existence of a domain or set of elements, as well as one or more common character ...
,
symbol A symbol is a mark, sign, or word that indicates, signifies, or is understood as representing an idea, object, or relationship. Symbols allow people to go beyond what is known or seen by creating linkages between otherwise very different conc ...
ization, and other production methods) in an attempt to encode and portray the data on a map that will allow the map user to decode and interpret the map in the way that matches the intended purpose of the map maker. Next, the user of the map reads and analyzes the map by recognizing and interpreting the symbols and patterns that are found on the map. This leads the user to take action and draw conclusions based on the information that they find on the map. In this way, maps help shape how we view the world based on the spatial perspectives and viewpoints that they help create in our mind.


Design goals

While maps serve a variety of purposes, and come in a variety of styles, most designs share common goals. Some of the most commonly stated include: * ''Accuracy'', the degree to which the information on the map corresponds to the nature of the real world. Traditionally, this was the primary determinant of quality cartography. It is now accepted, due largely to studies in
Critical cartography Critical cartography is a set of mapping practices and methods of analysis grounded in critical theory, specifically the thesis that maps reflect and perpetuate relations of power, typically in favor of a society's dominant group. Critical cartog ...
, that no dataset or map is a perfect reproduction of reality, and that the subjective biases and motivations of the cartographer are virtually impossible to circumvent. That said, maps can still be crafted to be as accurate as possible, honest about their shortcomings, and leverage their subjectivity. * ''Functionality'', the usefulness of the map to achieve its purpose. During much of the latter 20th century, this was the primary goal of academic cartography, especially the Cartographic Communication school of thought: to determine how to make the most efficient maps as conduits of information. * ''Clarity'', the degree to which the map makes its purpose obvious and its information easy to access. Clarity can be achieved through removing all but the most important information, but this comes at the expense of other goals. * ''Richness'', the volume and diversity of information the reader can glean from the map. Even maps with a narrowly-defined purpose often require the reader to see patterns in large amounts of data. * '' Aesthetic appeal'', a positive emotional reaction to the overall appearance of the map. Maps may be appreciated as "beautiful," but other positive affects include "interesting," "engaging," "convincing," and "motivating." Aesthetic reactions can be negative as well, such as "ugly," "cluttered," "confusing," "complicated," "annoying," or "off-putting." These goals often seem to be in conflict, and it may be tempting to prioritize one over the others. However, quality design in cartography, as in any other design field, is about finding creative and innovative solutions to achieve multiple goals. According to
Edward Tufte Edward Rolf Tufte (; born March 14, 1942), sometimes known as "ET",. is an American statistician and professor emeritus of political science, statistics, and computer science at Yale University. He is noted for his writings on information design ...
,Tufte, Edward, ''The Visual Display of Quantitative Information'', 2nd Edition, Graphics Press, 2001, p.191 In fact, good design can produce synergistic results. Even aesthetics can have practical value: potential map users are more likely to pick up, and more likely to spend time with, a beautiful map than one that is difficult to look at. In turn, the practical value of maps has gained aesthetic appeal, favoring those that exude a feeling of being "professional," "authoritative," "well-crafted," "clear," or "informative." In 1942, cartographer John K. Wright said, Rudolf Arnheim, an art theorist, said this about the relationship between maps and aesthetics in 1976: More recently, cartographers have recognised the central role of aesthetics in cartographic design and called for greater focus on how this role functions over time and space. For example, in 2005, Dr Alex Kent (former President of the
British Cartographic Society The British Cartographic Society (BCS) is an association of individuals and organisations dedicated to exploring and developing the world of maps. It is a registered charity. Membership includes national mapping agencies, publishers, designers, ...
) recommended:


Map purpose and selection of information

Robinson codified the mapmaker's understanding that a map must be designed foremost with consideration to the audience and its needs, stating that from the very beginning of mapmaking, maps "have been made for some particular purpose or set of purposes". The intent of the map should be illustrated in a manner in which the percipient (the map reader) acknowledges its purpose in a timely fashion. The principle of figure-ground refers to this notion of engaging the user by presenting a clear presentation, leaving no confusion concerning the purpose of the map. This will enhance the user's experience and keep their attention. If the user is unable to identify what is being demonstrated in a reasonable fashion, the map may be regarded as useless. Making a meaningful map is the ultimate goal.
Alan MacEachren Alan M. MacEachren (born 1952) is an American geographer, Professor of Geography and Director, GeoVISTA Center, Department of Geography, The Pennsylvania State University. He is known for his cross-disciplinary work in the fields of human-centered ...
explains that a well designed map "is convincing because it implies authenticity". An interesting map will no doubt engage a reader. Information richness or a map that is multivariate shows relationships within the map. Showing several variables allows comparison, which adds to the meaningfulness of the map. This also generates hypothesis and stimulates ideas and perhaps further research. In order to convey the message of the map, the creator must design it in a manner which will aid the reader in the overall understanding of its purpose. The title of a map may provide the "needed link" necessary for communicating that message, but the overall design of the map fosters the manner in which the reader interprets it. In the 21st century it is possible to find a map of virtually anything from the inner workings of the
human body The human body is the structure of a human being. It is composed of many different types of cells that together create tissues and subsequently organ systems. They ensure homeostasis and the viability of the human body. It comprises a hea ...
to the
virtual world A virtual world (also called a virtual space) is a computer-simulated environment which may be populated by many users who can create a personal avatar, and simultaneously and independently explore the virtual world, participate in its activities ...
s of
cyberspace Cyberspace is a concept describing a widespread interconnected digital technology. "The expression dates back from the first decade of the diffusion of the internet. It refers to the online world as a world 'apart', as distinct from everyday re ...
. Therefore, there are now a huge variety of different styles and types of map – for example, one area which has evolved a specific and recognisable variation are those used by
public transport Public transport (also known as public transportation, public transit, mass transit, or simply transit) is a system of transport for passengers by group travel systems available for use by the general public unlike private transport, typi ...
organisations to guide
passenger A passenger (also abbreviated as pax) is a person who travels in a vehicle, but does not bear any responsibility for the tasks required for that vehicle to arrive at its destination or otherwise operate the vehicle, and is not a steward. Th ...
s, namely urban rail and metro maps, many of which are loosely based on 45 degree angles as originally perfected by
Harry Beck Henry Charles Beck (4 June 190218 September 1974) was an English technical draughtsman who created the present London Underground Tube map in 1931. Beck drew the diagram after being fired at the London Metro Signal Office. Although his design ...
and
George Dow George Dow (30 June 1907 – 28 January 1987) was an employee of the London and North Eastern Railway (LNER) and British Railways known for his public relations work and railway maps produced for his employers, and also a writer of railway litera ...
.


Aspects of Design

Unlike cognate disciplines such as
Graphic design Graphic design is a profession, academic discipline and applied art whose activity consists in projecting visual communications intended to transmit specific messages to social groups, with specific objectives. Graphic design is an interdiscip ...
, Cartography is constrained by the fact that geographic phenomena are where and what they are. However, within that framework the cartographer has a great deal of control over many aspects of the map.


Cartographic data and generalization

The widespread availability of data from
Geographic information systems A geographic information system (GIS) is a type of database containing geographic data (that is, descriptions of phenomena for which location is relevant), combined with software tools for managing, analyzing, and visualizing those data. In a ...
, especially free data such as
OpenStreetMap OpenStreetMap (OSM) is a free, open geographic database updated and maintained by a community of volunteers via open collaboration. Contributors collect data from surveys, trace from aerial imagery and also import from other freely licensed g ...
, has greatly shortened the time and cost of creating most maps. However, this part of the design process is still not trivial. Existing GIS data, often created for management or research purposes, is not always in a form that is most suited to a particular map purpose, and data frequently need to be augmented, edited, or updated to be useful. Some sources, especially in Europe, refer to the former as a ''Digital Landscape Model'', and spatial data that are fine-tuned for map design as a ''Digital Cartographic Model''.Kraak, Menno-Jan, Ferjan Ormeling, ''Cartography: Visualization of Geospatial Data'', 2nd Edition, Prentice-Hall, 2003, p.3 A significant part of this transformation is ''generalization'', a set of procedures for adjusting the amount of detail (geometry and attributes) in datasets to be appropriate for a given map. All maps portray a small, strategic sample of the infinite amount of potential information in the real world; the strategy for that sample is largely driven by the scale, purpose, and audience of the map. The cartographer is thus constantly making judgements about what to include, what to leave out and what to show in a ''slightly'' incorrect place. Most often, generalization starts with detailed data created for a larger scale, and strategically removes information deemed to be unnecessary for a smaller scale map. This issue assumes more importance as the scale of the map gets smaller (i.e. the map shows a larger area) because the information shown on the map takes up more space ''on the ground''. For example, a 2mm thick highway symbol on a map at a scale of 1:1,000,000 occupies a space 2 km wide, leaving no room for roadside features. In the late 1980s, the
Ordnance Survey Ordnance Survey (OS) is the national mapping agency for Great Britain. The agency's name indicates its original military purpose (see ordnance and surveying), which was to map Scotland in the wake of the Jacobite rising of 1745. There was a ...
's first digital maps, where the ''absolute'' positions of major roads were sometimes moved hundreds of meters from their true location on digital maps at scales of 1:250,000 and 1:625,000 (the generalization technique of ''displacement''), because of the overriding need to annotate the features.


Projections

Because the Earth is (nearly) spherical, any planar representation (a map) requires it to be flattened in some way, known as a projection. Most map projections are implemented using mathematical formulas and computer algorithms based on
geographic coordinates The geographic coordinate system (GCS) is a spherical or ellipsoidal coordinate system for measuring and communicating positions directly on the Earth as latitude and longitude. It is the simplest, oldest and most widely used of the various ...
(latitude, longitude). All projections generate distortions such that shapes and areas cannot both be conserved simultaneously, and distances can never all be preserved. The mapmaker must choose a suitable ''map projection'' according to the space to be mapped and the purpose of the map; this decision process becomes increasingly important as the scope of the map increases; while a variety of projections would be indistinguishable on a city street map, there are dozens of drastically different ways of projecting the entire world, with extreme variations in the type, degree, and location of distortion.


Interruptions and arrangements

World maps are often designed by cutting the globe into smaller pieces, using a different projection for each piece, and then arranging all those small maps into a single map on one piece of paper, with discontinuities between the small maps. Perhaps the earliest types of such interrupted arrangements are various maps composed of 2 disks showing 2
hemispheres of Earth Hemispheres of Earth in geography and cartography, are any division of the globe into two hemispheres (). Geographical Hemispheres The primary hemispherical split geographically is made by latitudinal (north/south) and longitudinal (east-we ...
, one disk centered on some point selected by the cartographer and the other disk centered on its antipode. More recently, cartographers have experimented with a wide variety of interrupted arrangements of projections, including homolosine and polyhedral maps.


Symbology

Cartographic
symbology A symbol is a mark, sign, or word that indicates, signifies, or is understood as representing an idea, object, or relationship. Symbols allow people to go beyond what is known or seen by creating linkages between otherwise very different co ...
encodes information on the map in ways intended to convey information to the map reader efficiently, taking into consideration the limited space on the map, models of human understanding through visual means, and the likely cultural background and education of the map reader. Symbology may be implicit, using universal elements of design, or may be more specific to cartography or even to the map. National
topographic map In modern mapping, a topographic map or topographic sheet is a type of map characterized by large- scale detail and quantitative representation of relief features, usually using contour lines (connecting points of equal elevation), but histori ...
series, for example, adopt a standardised symbology, which varies from country to country. Jacques Bertin, in ''Sémiologie Graphique'' (1967), introduced a system of codifying graphical elements (including map symbols) that has been a part of the canon of Cartographic knowledge ever since.Jacque Bertin, ''Sémiologie Graphique. Les diagrammes, les réseaux, les cartes''. With Marc Barbut
t al. T, or t, is the twentieth letter in the Latin alphabet, used in the modern English alphabet, the alphabets of other western European languages and others worldwide. Its name in English is ''tee'' (pronounced ), plural ''tees''. It is der ...
Paris : Gauthier-Villars. ''Semiology of Graphics'', English Edition, Translation by William J. Berg, University of Wisconsin Press, 1983.)
He analyzed graphical objects in terms of three aspects (here using current terminology): *
Dimension In physics and mathematics, the dimension of a mathematical space (or object) is informally defined as the minimum number of coordinates needed to specify any point within it. Thus, a line has a dimension of one (1D) because only one coord ...
: The basic type of geometric shape used to represent a geographic phenomenon, commonly points (marker symbols), lines (stroke symbols), or areas (fill symbols), as well as fields. *
Level of measurement Level of measurement or scale of measure is a classification that describes the nature of information within the values assigned to variables. Psychologist Stanley Smith Stevens developed the best-known classification with four levels, or scal ...
: the basic type of property being visualized, generally using the classification of Stanley Smith Stevens (nominal, ordinal, interval, ratio), or some extension thereof. * Visual variable: the graphical components of a symbol, including shape, size,
color Color (American English) or colour (British English) is the visual perceptual property deriving from the spectrum of light interacting with the photoreceptor cells of the eyes. Color categories and physical specifications of color are associ ...
, orientation,
pattern A pattern is a regularity in the world, in human-made design, or in abstract ideas. As such, the elements of a pattern repeat in a predictable manner. A geometric pattern is a kind of pattern formed of geometric shapes and typically repeated li ...
, transparency, and so on. Thus, a map symbol consists of a number of visual variables, graphically representing the location and spatial form of a geographic phenomenon, as well as zero or more of its properties. For example, might represent the point location of a facility, with shape being used to represent that the facility type is "mine" (a nominal property). This symbol would be intuitively understood by many users without any explanation. On a
Choropleth map A choropleth map () is a type of statistical thematic map that uses pseudocolor, i.e., color corresponding with an aggregate summary of a geographic characteristic within spatial enumeration units, such as population density or per-capita in ...
of median income, might represent an area location of a county, with hue and value being used to represent that the income is US$50,000 (a ratio property). This is an example of an ''ad hoc'' symbol with no intrinsic meaning, requiring a legend for users to discover the intended meaning.


Labeling and typography

Text serves a variety of purposes on maps. Most directly, it ''identifies'' features on the map by name; in addition, it helps to ''classify'' features (as in "Jones ''Park''"); it can ''explain'' information; it can help to ''locate'' features, in some cases on its own without a geometric map symbol (esp. natural features); it plays a role in the gestalt of the map, especially the visual hierarchy; and it contributes to the ''aesthetic'' aspects of the map, including its "look and feel" and its attractiveness. While the cartographer has a great deal of freedom in choosing the style and size of type to accomplish these purposes, two basic goals are seen as crucial:Guidero, E. (2017)
Typography
''The Geographic Information Science & Technology Body of Knowledge'' (3rd Quarter 2017 Edition), John P. Wilson (ed.). DOI: 10.22224/gistbok/2017.3.2
* ''Legibility'', the ease with which map users can read a particular piece of text. Map labels introduce unique challenges to legibility, due to their tendency to be small, unfamiliar, irregularly spaced, and placed on top of map symbols. * ''Association'', the ease with which map users can recognize which feature a particular piece of text is labeling. This can be especially challenging on general purpose maps containing a large number of varied features and their labels. Most of the elements of labeling design are intended to achieve these two goals, including: the choice of typefaces, type style, size, color, and other visual variables; halos, masks, leader lines, and other additional symbols; decisions about what to label and what to not label; label text content; and label placement. While many of these decisions are specific to the particular map, functional label placement tends to follow a number of rules that have been developed through cartographic research, which has led to automated algorithms to place them automatically, to a reasonable degree of quality.


Placenames

One challenge for map labeling is dealing with varying preferences of place names. Although maps are often made in one specific language, place names often differ between languages. So a map made in English may use the name ''Germany'' for that country, while a German map would use ''Deutschland'' and a French map ''Allemagne''. A non-native term for a place is referred to as an
exonym An endonym (from Greek: , 'inner' + , 'name'; also known as autonym) is a common, ''native'' name for a geographical place, group of people, individual person, language or dialect, meaning that it is used inside that particular place, group ...
. Sometimes a name may be disputed, such as
Myanmar Myanmar, ; UK pronunciations: US pronunciations incl. . Note: Wikipedia's IPA conventions require indicating /r/ even in British English although only some British English speakers pronounce r at the end of syllables. As John Wells explai ...
vs. Burma. Further difficulties arise when
transliteration Transliteration is a type of conversion of a text from one script to another that involves swapping letters (thus ''trans-'' + '' liter-'') in predictable ways, such as Greek → , Cyrillic → , Greek → the digraph , Armenian → or L ...
or transcription between
writing system A writing system is a method of visually representing verbal communication, based on a script and a set of rules regulating its use. While both writing and speech are useful in conveying messages, writing differs in also being a reliable fo ...
s is required. Some well-known places have well-established names in other languages and writing systems, such as ''Russia'' or ''Rußland'' for Росси́я, but in other cases a system of transliteration or transcription is required. Sometimes multiple transliteration systems exist; for example, the Yemeni city of المخا is written variously in English as Mocha, Al Mukha, al-Makhā, al-Makha, Mocca and Moka. Some transliteration systems produce such different place names as to cause confusion, such as the transition of Chinese-English transliteration from Wade-Giles (Peking, Kwangchow) to
Pinyin Hanyu Pinyin (), often shortened to just pinyin, is the official romanization system for Standard Mandarin Chinese in China, and to some extent, in Singapore and Malaysia. It is often used to teach Mandarin, normally written in Chinese fo ...
(Beijing, Guangzhou).


Composition

The term '' map composition'' is sometimes used to refer to the composition of the symbols within the map itself, and sometimes to the composition of the map and other elements on the page. Some of the same principles apply to both processes, while others are unique to each. In the former sense of the symbols on the map, as all of the symbols and thematic layers on the map are brought together, their interactions have major effects on map reading. A number of composition principles have been studied in cartography. While some of these ideas were posited by
Arthur H. Robinson Arthur H. Robinson (January 5, 1915 – October 10, 2004) was an American geographer and cartographer, who was professor in the Geography Department at the University of Wisconsin–Madison from 1947 until he retired in 1980. He was a prolific w ...
in ''The Look of Maps'' (1952), Borden Dent was likely the first to approach it in a systematic way in 1972, firmly within the Cartographic Communication school of thought.Borden D. Dent, "Visual Organization and Thematic Map Communication," Annals of the Association of American Geographers 62, no. 1 (1972) Dent's model drew heavily on psychology, especially
Gestalt psychology Gestalt-psychology, gestaltism, or configurationism is a school of psychology that emerged in the early twentieth century in Austria and Germany as a theory of perception that was a rejection of basic principles of Wilhelm Wundt's and Edward ...
and
Perception Perception () is the organization, identification, and interpretation of sensory information in order to represent and understand the presented information or environment. All perception involves signals that go through the nervous syste ...
, to evaluate what made some maps difficult to read as a whole, even when individual symbols were designed well, and creating a model that included most of the list below. Later, artistic composition principles were adopted from
graphic design Graphic design is a profession, academic discipline and applied art whose activity consists in projecting visual communications intended to transmit specific messages to social groups, with specific objectives. Graphic design is an interdiscip ...
, many of which are similar, having come from similar sources. They all share the same goal: to combine all of the individual symbols into a single whole that achieves the goals above. * Contrast is the degree of visual difference between graphic elements (e.g., map symbols). Robinson saw contrast as the fundamental principle of composition, supporting everything else. As suggested by Robinson, and further developed by Jacques Bertin, contrast is created by manipulating the visual variables of map symbols, such as size, shape, and color. * Figure-ground is the ease with which each individual symbol or feature (the ''figure'') can be mentally isolated from the rest of the map (the ''ground''). The rules for establishing figure-ground are largely drawn from the gestalt principle of Prägnanz. * Visual hierarchy is the apparent order of items, from those that look most important (i.e., attract the most attention) to those that look least important. Typically, the intent is for the visual hierarchy to match the ''intellectual hierarchy'' of what is intended to be more or less important. Bertin suggested that some of the visual variables, especially size and value, naturally contributed to visual hierarchy (which he termed as ''dissociative''), while others had differences that were more easily ignored. *
Grouping Grouping may refer to: * Muenchian grouping * Principles of grouping * Railways Act 1921, also known as Grouping Act, a reorganisation of the British railway system * Grouping (firearms), the pattern of multiple shots from a sidearm See also ...
(Dent) or Selectivity (Bertin) is the ease with which a reader can isolate all of the symbols of a particular appearance, while ignoring the rest of the map, allowing the reader to identify patterns in that type of feature (e.g., "where are all the blue dots?"). In Bertin's model, size, value, and hue were particularly selective, while others, such as shape, require significant contrast to be useful. * Harmony is how well all of the individual elements (map symbols) "look good" together. This generally follows from the above principles, as well as the careful selection of harmonious
colors Color (American English) or colour (British English) is the visual perceptual property deriving from the spectrum of light interacting with the photoreceptor cells of the eyes. Color categories and physical specifications of color are associa ...
, textures, and
typeface A typeface (or font family) is the design of lettering that can include variations in size, weight (e.g. bold), slope (e.g. italic), width (e.g. condensed), and so on. Each of these variations of the typeface is a font. There are thousands o ...
s.


Map Layout

A typical map, whether on paper or on a web page, consists of not only the map image, but also other elements that support the map: * A title tells the reader what the map is about, including the purpose or theme, and perhaps the region covered. * A legend or key explains the meaning of the symbols on the map * A neatline may frames the entire map image, although many maps use negative space to set the map apart * A
compass rose A compass rose, sometimes called a wind rose, rose of the winds or compass star, is a figure on a compass, map, nautical chart, or monument used to display the orientation of the cardinal directions (north, east, south, and west) and thei ...
or north arrow provides orientation * Inset maps may serve several purposes, such as showing the context of the main map in a larger area, showing more detail for a subset of the main map, showing a separated but related area, or showing related themes for the same region. * A
bar scale A linear scale, also called a bar scale, scale bar, graphic scale, or graphical scale, is a means of visually showing the scale of a map, nautical chart, engineering drawing, or architectural drawing. A scale bar is common element of map layo ...
or other indication of scale translates between map measurements and real distances. * Illustrations may be included to help explain the map subject or add aesthetic appeal. * Explanatory text may discuss the subject further * Metadata declares the sources, date, authorship, projection, or other information about the construction of the map. Composing and arranging all of the elements on the page involves just as much design skill and knowledge of how readers will use the map as designing the map image itself. Page composition serves several purposes, including directing the reader's attention, establishing a particular aesthetic feel, clearly stating the purpose of the map, and making the map easier to understand and use. Therefore, Page layout follows many of the same principles of Composition above, including figure-ground and Visual hierarchy, as well as aesthetic principles adopted from
Graphic design Graphic design is a profession, academic discipline and applied art whose activity consists in projecting visual communications intended to transmit specific messages to social groups, with specific objectives. Graphic design is an interdiscip ...
, such as balance and the use of White space (visual arts). In fact, this aspect of cartographic design has more in common with
graphic design Graphic design is a profession, academic discipline and applied art whose activity consists in projecting visual communications intended to transmit specific messages to social groups, with specific objectives. Graphic design is an interdiscip ...
than any other part of the craft.


Map reproduction and distribution

At one time, the process of getting a map printed was a major part of the time and effort spent in cartography. While less of a concern with modern technology, it is not insignificant. Professional cartographers are asked to produce maps that will be distributed by a variety of media, and understanding the various reproduction and distribution technologies help to cater a design to work best for the intended medium. *
Inkjet printing Inkjet printing is a type of computer printing that recreates a digital image by propelling droplets of ink onto paper and plastic substrates. Inkjet printers were the most commonly used type of printer in 2008, and range from small inexpen ...
*
Laser printing Laser printing is an electrostatic digital printing process. It produces high-quality text and graphics (and moderate-quality photographs) by repeatedly passing a laser beam back and forth over a negatively-charged cylinder called a "drum" to ...
*
Offset printing Offset printing is a common printing technique in which the inked image is transferred (or "offset") from a plate to a rubber blanket and then to the printing surface. When used in combination with the lithographic process, which is based on ...
, including
Prepress Prepress is the term used in the Printing and Publishing industries for the processes and procedures that occur between the creation of a print layout and the final printing. The prepress process includes the preparation of artwork for press, media ...
preparation *
Animated mapping Animated mapping is the application of animation, either a computer or video, to add a temporal component to a map displaying change in some dimension. Most commonly the change is shown over time, generally at a greatly changed scale (either much ...
*
Web mapping Web mapping or an online mapping is the process of using maps, usually created through geographic information systems (GIS), on the Internet, more specifically in the World Wide Web (WWW). A web map or an online map is both served and consumed, ...


See also

*
Cartography Cartography (; from grc, χάρτης , "papyrus, sheet of paper, map"; and , "write") is the study and practice of making and using maps. Combining science, aesthetics and technique, cartography builds on the premise that reality (or an i ...
* Map *
Geographic information systems A geographic information system (GIS) is a type of database containing geographic data (that is, descriptions of phenomena for which location is relevant), combined with software tools for managing, analyzing, and visualizing those data. In a ...


References

{{reflist Cartography Graphic design